Insights

Recent earnings calls from leading companies reveal a seismic shift: AI-powered automation is revolutionizing operations, boosting...

Domestic and global equities have surged after a very rough March and early April. The S&P 500 (SPY) is currently up more than 10% in Q2,...

Stock Market movements in April 2025 due to tariffs.

President Trump's sweeping tariff policy, launched on April 2, 2025, has sent shockwaves through global markets. But what's the real...

On April 2, 2025, the Trump administration unveiled an extensive tariff policy, leading to a significant sell-off in the equity markets....

Just seventeen days ago, the S&P 500 Index made a new all-time closing high, re-confirming the multi-year “AI”-driven rally. All of the...

2024 began with concerns about recession, soft landing, hard landing, and other market-related issues. However, now that 2024 is behind...

The S&P 500 ended November with gains on eight of the final nine trading days of the month.  The 5.73% gain for the S&P in November...

The current bull market turned two on 10/12/24, making this the 12th bull market (out of 27 total) for the S&P 500 since 1928 to make it...

On Friday, the S&P 500 index  closed out August in positive territory. The achievement was especially impressive considering the plunge...

July allowed several markets to move into new all-time highs. However, the market became turbulent in the second half of the month, with...

I skipped the market review for March due to commitments for tax season and requirements in an equity analysis class. March was a...

Powered by positive earnings surprises and solid economic data, the S&P 500 closed above 5,000 for the first time on February 9. The S&P...

January’s Market Review The first month of 2024 is already complete. The S&P 500 finished the month up 1.6%, The Dow Jones Industrials...

December's Market Review Falling interest rates helped spark a remarkable year-end rally, which shifted into overdrive in December when...

Many clients have taken our bi-annual survey over the last fifteen months, which helps us determine where we can improve. Based on these...

The chart below illustrates 11 points in history where we experienced a peak in the Geopolitical Risk Index, and it shows the return of...

Investing and staying invested during periods of volatility can be difficult. Gaining a historical perspective can help expectations and...

I Bonds are bonds issued by the U.S Treasury that earn interest based on a fixed rate and a variable rate that is adjusted twice a year...

Thinking well is a superpower. It's not a character trait that receives much attention, but I'd argue it's what matters. All other...